0002136591-26-000009.txt : 20260904
0002136591-26-000009.hdr.sgml : 20260904
20260904170142
ACCESSION NUMBER: 0002136591-26-000009
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering
FILED AS OF DATE: 20260904
DATE AS OF CHANGE: 20260904
EFFECTIVENESS DATE: 20260904
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: IREX V Diversified Portfolio DST
CENTRAL INDEX KEY: 0002136591
ORGANIZATION NAME:
EIN: 416987103
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-584860
FILM NUMBER: 261362748
BUSINESS ADDRESS:
STREET 1: 2300 N. FIELD STEET
STREET 2: SUITE 1200
CITY: DALLAS
STATE: TX
ZIP: 75201
BUSINESS PHONE: (972) 715-7400
MAIL ADDRESS:
STREET 1: 2300 N. FIELD STEET
STREET 2: SUITE 1200
CITY: DALLAS
STATE: TX
ZIP: 75201
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0002136591
IREX V Diversified Portfolio DST
2300 N. FIELD STEET
SUITE 1200
DALLAS
TX
TEXAS
75201
(972) 715-7400
DELAWARE
None
None
Other
Delaware Statutory Trust
true
2026
Stephanie
Holder
2300 N. Field Street
Suite 1200
Dallas
TX
TEXAS
75201
Executive Officer
Vice President & Asst Secretary of the Manager of the Issuer
N/A
Invesco Real Estate Exchange LLC
2300 N. Field Street
Suite 1200
Dallas
TX
TEXAS
75201
Executive Officer
Sponsor of the Issuer
N/A
Invesco DST Manager LLC
2300 N. Field Street
Suite 1200
Dallas
TX
TEXAS
75201
Executive Officer
Manager and Signatory Trustee of the Issuer
N/A
IREX Depositor LLC
2300 N. Field Street
Suite 1200
Dallas
TX
TEXAS
75201
Executive Officer
Depositor of the Issuer
Commercial
Decline to Disclose
- 06b
true
0002136591-26-000008
2026-05-08
false
true
false
250000
Morgan Stanley
149777
None
None
2000 Westchester Avenue
Purchase
NY
NEW YORK
10577-2530
AL
ALABAMA
AR
ARKANSAS
CA
CALIFORNIA
CO
COLORADO
FL
FLORIDA
GA
GEORGIA
IL
ILLINOIS
KY
KENTUCKY
MD
MARYLAND
MA
MASSACHUSETTS
MN
MINNESOTA
MO
MISSOURI
NJ
NEW JERSEY
NY
NEW YORK
NC
NORTH CAROLINA
OH
OHIO
OK
OKLAHOMA
OR
OREGON
PA
PENNSYLVANIA
SC
SOUTH CAROLINA
TX
TEXAS
WA
WASHINGTON
false
Chad Kolinksy
6414638
World Investments, LLC
20626
500 North Franklin Turnpike
Suite 104
Ramsey
NJ
NEW JERSEY
07446
NY
NEW YORK
false
Dan L. Werry
4721789
Emerson Equity LLC
130032
9940 Research Drive
Suite 200
Irvine
CA
CALIFORNIA
92618
TN
TENNESSEE
false
Amr Tenney
5506866
Realized Financial, Inc.
22333
500 W. 13th Street
Austin
TX
TEXAS
78701
CA
CALIFORNIA
false
LPL Financial LLC
6413
None
None
1055 LPL Way
Ste 1
Fort Mill
SC
SOUTH CAROLINA
29715
CA
CALIFORNIA
CO
COLORADO
CT
CONNECTICUT
PA
PENNSYLVANIA
SC
SOUTH CAROLINA
VA
VIRGINIA
false
Simon Brower
4496781
Realized Financial, Inc.
22333
500 W. 13th Street
Austin
TX
TEXAS
78701
ME
MAINE
TX
TEXAS
false
Sean D. Whalen
4000934
DAI Securities, LLC
36673
8 Pleasant Street
Unit 2B
Natick
MA
MASSACHUSETTS
01760
NM
NEW MEXICO
false
McKenna Duncan
7310472
Realized Financial, Inc.
22333
500 W 13th Street
Austin
TX
TEXAS
78701
IL
ILLINOIS
false
Jamie Furlong
6930080
Concorde Investment Services, LLC
151604
1906 21st Street
Sacramento
CA
CALIFORNIA
95811
CA
CALIFORNIA
false
97634409
82019027
15615382
Regarding Item 11, the Issuer may accept smaller investments in the Issuer?s sole discretion.
false
82
5858064
true
0
true
Sales Commissions include estimates of the maximum amount of Sales Commissions and Dealer Manager Fees that may be paid.
976344
true
Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons.
false
IREX V Diversified Portfolio DST
/s/Stephanie Holder
Stephanie Holder
Vice President & Asst Secretary of the Manager of the Issuer
2026-09-04